Welcome to Help > Add-ons installed in the system > Process XML invoices using Collector: Overview > Optimize XML invoice definitions or profiles > Reroute an invoice to a different XML profile during optimization

Reroute an invoice to a different XML profile during optimization

An XML invoice is normally only rerouted to a different XML profile during optimization in one of these two scenarios:

A. You know (or have a good idea) which XML profile the XML invoice should belong to, but the invoice is not identified with it the way the identifiers are currently specified. As a result, you need to reroute the invoice to the correct XML profile and correct the identifiers for it.

B. The XML invoice was interpreted before the correct XML profile existed in the system.

Note that this will normally only be done between XML invoice profiles that are based on the same original profile (that is, an invoice that is originally based on the Svefaktura standard, for example, will not normally be rerouted to a different profile that is based on another XML standard such as Finvoice). It would probably only be rerouted to another profile that is also based on the Svefaktura standard.

Scenario A

  1. In the XML Mapper, while optimizing the XML invoice, right-click the name of the profile found at the top and to the right in the application window (over the field tabs), and select Reroute to a different XML profile.
  2. In the dialog that is displayed, click the XML profile that you want to apply to this XML invoice.
  3. Click Reroute. A message appears indicating that the XML invoice has been rerouted to the selected XML profile, and you are reminded to make any necessary corrections remembering to click Save XML profile to save the changes. ClickOK.
  4. Review the values extracted with the new profile to determine if an improvement has been made.
  5. Edit the identifiers and test the changes against the current XML invoice as well as against all of the XML invoices in the system to ensure that these XML invoices are identified with the correct XML profile in the future.
  6. Click Save XML profile to save any changes.

Scenario B

The mapping of the fields changes in the XML Mapper to reflect the settings in the profile you rerouted the invoice to.

  1. Import the correct XML invoice profile that was created someplace else (a test system, for example). You could also create an XML invoice profile from the XML invoice, but then rerouting is unnecessary.
  2. In the XML Mapper, while optimizing the XML invoice, right-click the name of the XML profile found at the top and to the right in the application window (over the field tabs), and select Reroute to a different XML profile.
  3. In the dialog that is displayed, click the XML profile that you imported for this purpose.
  4. Click Reroute. A message appears indicating that the XML invoice has been rerouted to the selected XML profile, and you are reminded to make any necessary corrections remembering to click Save XML profile to save the changes. Click OK.
  5. Review the values extracted to ensure that they are satisfactory.
    1. If they are and no additional changes are necessary, it is not necessary to click Save XML profile before you click Close.
    2. If changes are required, make them and click Save XML profile before clicking Close.
Note Invoices in the system that belong to the profile are given Scanned status and will be reinterpreted after the invoice profile has been optimized.